Huaxi Securities: DeepSeek is expected to usher in the "Android moment" of the AI industry
Huaxi Securities Research Report stated that DeepSeek's open source is the real way to the prosperity of AI downstream application ecology: the cost of deploying large models has been greatly reduced, and downstream industries have been fully rolled out, such as finance, government, medical and other fields, where privatization deployment is in full swing; large companies have started the road of open source deployment, and Tencent, Alibaba, Baidu, Huawei, etc. have all connected to DeepSeek in different forms and products; DeepSeek has continuously open sourced 5 code bases since February 24, and the open source ecology is expected to accelerate again. The open source of AI large models triggered by DeepSeek is similar to Android in mobile Internet, which will drive the use of AI from tens of millions to billions, and various AI applications and AI terminals will usher in a comprehensive outbreak.